Tabs / Batch
Parent topic: Batch

Portfolio Assumptions

This feature will allow users to download the sample Assumptions file. Click here to download the file.

For more information on the Batch Portfolio Assumptions Queue, refer to Queue Results.

  1. Enter the Username criteria and click Search.
  2. Account - Select accounts associated with the username
  3. Lender Contact - Select lender accounts associated with the username.
  4. File with orders to place - Click the Browse button to select the .CSV file to be uploaded.
  5. Description - Enter a description, if needed.
  6. Click Submit to uploade the .CSV file to the Portfolio Queue. Click Back to go back to the initial Portfolio Batch Upload page.
Parent topic: Batch
WKFS